INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 264 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $290 | -5.2% | 14,114 | -4.9% | 0.02% | -12.0% |
Q1 2023 | $306 | -7.8% | 14,841 | -8.4% | 0.02% | -10.7% |
Q4 2022 | $332 | -99.9% | 16,199 | -5.0% | 0.03% | -15.2% |
Q3 2022 | $348,000 | -8.2% | 17,044 | -6.8% | 0.03% | 0.0% |
Q2 2022 | $379,000 | -2.8% | 18,283 | -1.3% | 0.03% | +10.0% |
Q1 2022 | $390,000 | +9.2% | 18,528 | +13.2% | 0.03% | +20.0% |
Q4 2021 | $357,000 | +5.6% | 16,367 | +7.0% | 0.02% | -7.4% |
Q3 2021 | $338,000 | +2.4% | 15,299 | +2.9% | 0.03% | 0.0% |
Q2 2021 | $330,000 | +2.8% | 14,870 | +2.8% | 0.03% | -6.9% |
Q1 2021 | $321,000 | +13.4% | 14,463 | +14.6% | 0.03% | +7.4% |
Q4 2020 | $283,000 | +11.9% | 12,624 | +10.6% | 0.03% | -3.6% |
Q3 2020 | $253,000 | +16.6% | 11,414 | +15.8% | 0.03% | +7.7% |
Q2 2020 | $217,000 | +12.4% | 9,858 | +5.6% | 0.03% | -7.1% |
Q1 2020 | $193,000 | -1.0% | 9,333 | +3.0% | 0.03% | +21.7% |
Q4 2019 | $195,000 | +8.3% | 9,063 | +7.8% | 0.02% | 0.0% |
Q3 2019 | $180,000 | -1.1% | 8,408 | -1.8% | 0.02% | -4.2% |
Q2 2019 | $182,000 | +1.1% | 8,563 | -1.7% | 0.02% | -4.0% |
Q1 2019 | $180,000 | +23.3% | 8,707 | +19.2% | 0.02% | +8.7% |
Q4 2018 | $146,000 | +2.8% | 7,303 | +3.5% | 0.02% | +21.1% |
Q3 2018 | $142,000 | -27.2% | 7,053 | -27.4% | 0.02% | -32.1% |
Q2 2018 | $195,000 | – | 9,713 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waycross Investment Management Co | 727,516 | $15,037,762 | 17.30% |
Kaye Capital Management | 1,199,105 | $24,785,507 | 11.36% |
Lido Advisors, LLC | 55,735,214 | $1,152,046,870 | 8.77% |
Virginia National Bank | 70,111 | $1,449,194 | 6.61% |
Treasure Coast Financial Planning | 368,870 | $7,624,533 | 5.29% |
TruWealth Advisors, LLC | 2,901,680 | $59,977,719 | 5.16% |
Sound Stewardship, LLC | 335,355 | $6,931,786 | 4.66% |
Camelot Portfolios, LLC | 234,542 | $4,847,989 | 4.63% |
KICKSTAND VENTURES, LLC. | 680,300 | $14,061,810 | 4.36% |
S.E.E.D. Planning Group LLC | 501,465 | $10,365,282 | 4.00% |